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Counsel Portfolio Services’s Pultegroup PHM Stock Holding History

Counsel Portfolio Services’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-72,363
Closed -$1.37M – 316
2013
Q2 		$1.37M Buy
+72,363
New +$1.5M 0.17% 153

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Counsel Portfolio Services's PHM Position: Q3 2013 in Review

Counsel Portfolio Services sold out of Pultegroup (PHM) in Q3 2013, closing a stake of 72,363 shares — an estimated $1.37M sold.

Counsel Portfolio Services first reported a position in PHM in Q2 2013 and held it in 1 quarter. The position peaked at $1.37M in Q2 2013. 369 funds tracked by Wall St. Rank hold PHM as of Q3 2013.

  • Counsel Portfolio Services reported no remaining Pultegroup position as of Q3 2013 after selling out during the quarter.
  • Counsel Portfolio Services sold 72,363 Pultegroup shares in Q3 2013, an estimated $1.37M.
  • Counsel Portfolio Services first reported a position in Pultegroup in Q2 2013 and held it in 1 quarter.
  • Counsel Portfolio Services's Pultegroup position peaked at $1.37M in Q2 2013.
  • 369 funds tracked by Wall St. Rank held Pultegroup as of Q3 2013.

Based on Counsel Portfolio Services's 13F filing for Q3 2013, filed 12 Nov 2013.